Contacts & Jobs
209 results found
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map
It would be nice to have the map view on the desktop like you have on the app.
2 votes -
Insurance Claims Information
Add fields to job type Insurance Claim-Adjuster name, phone number, email, Ins carrier, Ins Agent contact info, claim #
2 votes -
Move custom fields
Add ability to drag and drop custom fields to be able to reorder them
3 votes -
Custom Job Fields show in Calendar
We have a custom job field for installation date. It would be great if this field could show up on our calendars.
3 votes -
Make contact color different from job color. Easier to tell what form you are in.
Make contact color different from job color. Easier to tell what form you are in.
3 votes -
undo
Add an "undo" button for the job boards. Sometimes when viewing the boards you can accidentally move a job to a different status which may trigger automations, and then when you move it back it may re-trigger old automations. Big uh-oh - but not with an undo button.
2 votes -
2 votes
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Activity Filter options
I'd like to have an option to choose my default filter for the Activity view.
4 votes -
Ability to change activity default view
Add ability to change activity default view and have it be sticky so that it stays when you leave the page.
8 votes -
subcontractor
We need to be able to better track monies going in and out. As a solution, we were told to list our vendor/subcontractor/material payments under "commissions" in the budget report. Doing this does not allow us to view a detailed report, organize it in any way, and generally doesn't work well for this purpose. We would like a better solution meant for tracking our payments out and not just payments in.
2 votes -
It would make more sense if the gate code field populated in the Job if it was already inserted in the Contact.
It would make more sense if the gate code field populated in the Job if it was already inserted in the Contact.
2 votes -
Board card cusomizations
Add primary contact email to job board cards
6 votes -
JOBS users that dont use CONTACTS for certain features should be able to block/disable those features
We need the ability to prevent notes, emails, tasks, files, and financials from being created on the contact, and only created on JOBS.
In our company, we track everything through the job itself and not the CONTACT. Sometimes the employee ends up on the CONTACT details and starts to create these items thinking they are on the JOB, and then mistakes begin to happen because they thought it was noted, or an email sent, and there is no evidence of it on the job for other team members.
This could be at the account level or from ACCESS PROFILES
3 votes -
Territory map for sales reps
Some kind of mapping feature for sales reps territories
2 votes -
PRINT OUT A CONTACT RECORD WITHOUT PRESSING PRINT 4 TIMES
Button on Contact to print out contact record that prints right then, not have to press print 4 times
3 votes -
Pop-Ups
There should be an ability to add a forced Pop-Up to Jobs/Customers. For example, if we have a customer who cannot be called before 9:00 AM, then I want to be able to have a pop-up appear whenever that contact or job is added that says "Do Not Call Before 9:00AM". Or if the customer has to pay via check or cash, then I would like to be able to create a pop-up for that account to notify anyone who opens it that that is the case.
14 votes -
Satellite map view
Option to view maps in satellite view
3 votes -
Duplicate Estimates Between Jobs
When you have an estimate that is already written but either put on the contact or under the wrong job you should be able to duplicate it and choose the job you want it to go to. Instead of it just duplicating directly into same job and place. Duplication is not useful with out being able to move it.
3 votes -
Total Amount paid on boards
I would like to include the invoice amount paid in the column header on boards
4 votes -
Add contact name, phone, email to jobs
under individual jobs would like to have a email and phone number and contact space
14 votes
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